325 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 106 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
69
Increased
122
Reduced
106
Closed
73
Calls
$116M
Puts
$75.3M
Net Calls
+$41M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$16.2K
HNB
277
Huntington National Bank
Ohio
$15.3K -$68 -1 -0.4%
HIIFS
278
Harel Insurance Investments & Financial Services
Israel
$15K -$2.59K -39 -15%
GRP
279
Global Retirement Partners
California
$14.9K +$271 +4 +2%
GWS
280
Glassman Wealth Services
Virginia
$13.9K +$13K +192 +1,477%
AWM
281
AllSquare Wealth Management
New York
$13.6K -$5.77K -85 -30%
PP
282
PFS Partners
New Jersey
$13.6K +$13.6K +200 New
ASN
283
Advisory Services Network
Georgia
$12.4K +$12.4K +183 New
AWM
284
Abound Wealth Management
Tennessee
$12.1K
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$12K +$1.78K +29 +17%
BBHC
286
Brown Brothers Harriman & Co
New York
$11.9K +$11.9K +176 New
GWM
287
Geneos Wealth Management
Colorado
$11.5K -$3.39K -50 -23%
EWA
288
EverSource Wealth Advisors
Alabama
$11.3K +$7.94K +117 +239%
EWM
289
Endurance Wealth Management
Rhode Island
$10K
CFGS
290
Concourse Financial Group Securities
Alabama
$9.91K -$2.1K -31 -18%
AIM
291
Arcadia Investment Management
Michigan
$9.57K +$9.57K +141 New
C
292
Covestor
United Kingdom
$7K -$65 -1 -0.9%
MCC
293
Money Concepts Capital
Florida
$6.79K +$6.79K +100 New
CTA
294
Colonial Trust Advisors
South Carolina
$6.79K +$6.79K +100 New
IA
295
IFP Advisors
Florida
$6K -$6.97K -72 -54%
MWM
296
MinichMacGregor Wealth Management
New York
$4.89K +$4.89K +72 New
BIA
297
Bell Investment Advisors
California
$3.53K +$3.19K +47 +940%
BAM
298
Belpointe Asset Management
Nevada
$3.39K +$3.39K +50 New
VCM
299
Versant Capital Management
Arizona
$3.33K -$6.72K -99 -67%
SWM
300
Spire Wealth Management
Virginia
$3K